i think brian cornell's fine.me issues that i think are kind of prove me stories here, but i think -- you priced in a lot of bad news there. >> yeah, i agree. i think the would you rather target or walmart, i think, is a separate issue. one thing that i will say is, i think some of the metrics that we saw here is positive for bjs and costco. you saw that target 360 subscription. that was one of the leaders in terms of driving growth forward. when you just think about maybe some of the issues around the consumer right now, if you are going to have to do promotionals, and if you are going to be in the essentials business, you probably want at least some of those revenues to be augmented by subscription model that allows you to promote and get -- and right size inventory and still have some type of revenue uplift from that. >> target's been cut in half since 2021, number one. this is a -- i mean, wall street's always bullish about everything. this is a stock, by the way, that only 41% of analysts have buys, 56% are h

this company isn't due to officially release results until march, but i spoke with brian cornell, the it was important to clear the airline on on the pee for the holiday months of november and december. total sales were up 2.8%. digital sales up 9%. compare that to what happened just back in the third quarter. the company had a pretty rough third quarter. you see that stock dropped after the third quarter numbers. at that point, they were talking about comps up. 0.3% and store comps down 9%. the jump of under 3%. that compares to the third quarter. brian cornell thinks traffic is a very important indicator of the retailer with rolling out these results. also said discretionary categories apparel and toys saw meaningful sales acceleration. he told me he hinks they are stealing market share in the categories. i asked if those trends are continuing in january. the company is watching fires in south carolina and the storms. he said we will watch january carefully. i feel good about the way apparel is performing. i also asked him about walmart which is taking share in a lot of different ca

and that is something that brian cornell can control. and they haven't had it lately.to target. i got to go to target. they need to bring the excitement back and it doesn't have it right now. now let's take a question from rim, who asks. love the show and everything about your style and format. style? i guess he likes i don't know. this is an ikea. with the upcoming ai and robotics impact, what is the investment potential of rockwell automation as an investment opportunity? i'm looking to gradually invest 10,000. okay, to be fair, i have been disappointed in how much they're really doing in robotics. they've done something they're going to tell you they do have a lot of robotics, but i'm going to just put it out there. i know you're not going to buy this, but the one that if you want to buy robotics, here's what you do. you buy the stock of tesla. you can wait till they report. the stock usually goes down when they report their report this week. get an opportunity to buy it the next day. take advantage of it. now let's go to steve who asks. my sons think facebook is fo

you know brian cornell and this company, they had 2.4% traffic growth last quarter. did you have a mix problem. they are slowly fixing them. i think you have a chance of getting back to something like 5% to 6% operating margins. secondly to $9.50 in earnings power for year, making this a cheap stock. i like that one as far as earnings. for a couple others and looking at -- >> just a bit of a show me stop, they think they will show you this month after the first quarter is done? >> yes. i do. i don't think it will be perfect. i think they are still getting through some issues as far as inventory. inventory grew 3%. think they are working that down. they did have some one-time cost issues as well. you add that up, t is all about what they can do on the operating margin. two quarters ago, they had 6.4% operating margins. last quarter, 4.6%. that was a dramatic surprise in decline. i think they can get back to 5% to 6%. it gives me confidence in earnings power for the year. >>> another stock you like his las vegas sands even though it has been underperforming. for it is